VOO icon

Vanguard S&P 500 ETF
VOO

Overview Fund Activity

2,399 hedge funds and large institutions have $128B invested in Vanguard S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 1,156 increasing their positions, 769 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,399
Holders Change
+28
Holders Change %
+1.18%
% of All Funds
38.25%
Holding in Top 10
557
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.36%
% of All Funds
8.88%
New
140
Increased
1,156
Reduced
769
Closed
84
Calls
$1.06B
Puts
$766M
Net Calls
+$296M
Net Calls Change
+$33.7M

Top Buyers

1
FA
Fiducient Advisors
Illinois
+$801M
2
RJA
Raymond James & Associates
Florida
+$605M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$484M
4
PFO
Pathstone Family Office
New Jersey
+$465M
5
CI
Clal Insurance
Israel
+$316M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.57B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$937M
3
Cerity Partners
Cerity Partners
New York
-$397M
4
CS
Credit Suisse
Switzerland
-$267M
5
UCFA
United Capital Financial Advisors
Texas
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
2126
Neumann Capital Management
California
$282K – – –
HWA
2127
HCR Wealth Advisors
California
$278K +$785 +2 +0.3%
LNWTC
2128
Laird Norton Wetherby Trust Company
Washington
$278K -$39.8K -101 -13%
SEM
2129
Suncoast Equity Management
Florida
$277K +$277K +704 New
SWP
2130
Semus Wealth Partners
Florida
$276K +$9.82K +25 +4%
QPWM
2131
Quadrant Private Wealth Management
Pennsylvania
$276K -$102K -259 -27%
BCFS
2132
Butensky & Cohen Financial Security
Florida
$276K -$17.3K -44 -6%
WW
2133
Westshore Wealth
California
$276K +$393 +1 +0.1%
SS
2134
Sound Stewardship
Kansas
$275K -$41.2K -105 -13%
PRS
2135
Pinkerton Retirement Specialists
Idaho
$275K +$785 +2 +0.3%
Walleye Trading
2136
Walleye Trading
New York
$274K -$1.35M -3,439 -83%
MLA
2137
My Legacy Advisors
Oregon
$274K -$49K -125 -15%
B
2138
Bellecapital
Switzerland
$274K – – –
LOIP
2139
Live Oak Investment Partners
Texas
$273K -$302K – –
BIP
2140
Blueprint Investment Partners
North Carolina
$273K -$6.29K -16 -2%
HFS
2141
Hantz Financial Services
Michigan
$271K +$118K +300 +77%
JC
2142
Jentner Corp
Ohio
$270K – – –
EK
2143
Evensky & Katz
Florida
$270K +$2.35K +6 +0.9%
CBOR
2144
Community Bank of Raymore
Missouri
$269K – – –
CCA
2145
Conservest Capital Advisors
Pennsylvania
$268K – – –
SOAG
2146
Silver Oak Advisory Group
Oregon
$268K -$14.5K -37 -5%
MG
2147
MilWealth Group
Wisconsin
$266K – – –
LFG
2148
Lockerman Financial Group
California
$265K -$16.1K -41 -6%
CFO
2149
Colony Family Offices
North Carolina
$265K – – –
SCM
2150
Stonehearth Capital Management
Massachusetts
$264K – – –
84 85
86
87 88